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Is Your Retirement Plan Due For a Check up?

Planning for retirement is a significant milestone in any professional’s life, especially for those in the pharmaceutical and biomedical industries.

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RX6 Retirement Plan

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What is the RX6 Method and why should you download it?

I have developed the 6 crucial steps for the Pharmaceutical, biomedical, and healthcare professional who wants and needs a specialized retirement plan.


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Mark Schlafer Events

Next Webcast is May 12th at 6PM EST.

TURN PANIC INTO PLANNING:
WHAT A PULLBACK MEANS FOR YOUR EQUITY STRATEGY.
 

In Mark's May Webcast you'll learn:

  •  See how falling stock prices impact your RSUs, stock options, and ESPP—and what that means for taxes and timing.
  • Why market dips often create the best planning windows for equity decisions—if you’re prepared.
  • Understand the real risk: not just volatility, but being too concentrated or reactive when clarity matters most.

Whether you're new to equity compensation or looking to refine your strategy, this session will provide actionable insights to help you make informed, confident decisions.

Better planning leads to better opportunities. Join us to take better control of your equity compensation.

MAY 12th, 6pm EST

To Register for Mark's Webcast-  Fill out the form:





Contact Mark today! 

I have enjoyed serving hundreds of families in and around Indianapolis while helping manage millions in assets. My only goal is making sure you achieve and enjoy financial freedom in your retirement year. Please use the form below, or contact me directly.


I'm Mark Schlafer- a 30 year Financial Advisor and financial freedom advocate for all. Let's discuss your financial health and retirement goals today.


Primarily serving professionals in Biotech, Pharma and Healthcare and their families. Complete the form below and let 's chat soon.


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